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Timestamps:
(00:00) Introduction
(00:18) Geopolitical Risks Are Often Mispriced
(09:20) Papic's Outlook on Russia-Ukraine War
(13:30) Blank Checks For Ukraine Are Getting Very Politically Expensive For Western Politicians
(23:11) Military Alliances Can Be Dangerous
(25:41) Papic on Israel-Hamas War: "Palestinian Issues Have Never Had A Market Impact"
(27:31) Papic Believes That Conflict "Will Be Contained To Israel"
(34:29) Gold's Recent Rally As Central Banks Diversify Away From U.S. Dollar
(37:16) The Market Has Become Aware That World Is Increasingly Multipolar
(42:39) Analogy To World War 1 and World War 2
(48:00) What Makes A Great Power?
(52:19) What Are China's Global Ambitions As A Great Power?
(59:35) China & Taiwan
(01:06:58) U.S.-China Economic Relations (Flow of Trade and Capital)
(01:11:05) There Will Be A Huge Buying Opportunity In China Over Next 12-18 Months
(01:13:27) U.S. Presidential Election
(01:16:47) I Think There's No Way In Hell The Fed Raises Rates Over The Next Twelve Months
(01:19:43) American Elites Are Not Very Smart
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Marko Papic: Russia-Ukraine War Is Effectively Over, Israel-Hamas War Unlikely To Have Large Market Impact | Forward Guidance podcast - Listen or read transcript on Metacast
